Unclaimed
Jennifer Gwynne Hall is a financial advisor registered with Truist Advisory Services, Inc.. Jennifer has been in the financial industry since June 15, 2009. Jennifer has a Series 66 license which allows her to provide investment advice in Florida. Jennifer also has a Series 63 license which allows her to sell securities in Georgia. Jennifer has a Series 53 license which allows her to provide investment advice for municipal securities in Florida. Jennifer is a financial advisor who can provide financial planning, portfolio management, and other financial services to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
09/16/2016 - Present
Truist Advisory Services, Inc. (TAMPA FL)
BOTH
Issued 12/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 05/06/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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